Cavalier Investments’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,578
| Closed | -$694K | – | 86 |
|
|
2022
Q4 | $694K | Sell |
4,578
-294
| -6% | -$44.6K | 0.25% | 62 |
|
|
2022
Q3 | $615K | Sell |
4,872
-1,759
| -27% | -$222K | 0.22% | 76 |
|
|
2022
Q2 | $953K | Sell |
6,631
-2,036
| -23% | -$293K | 0.33% | 61 |
|
|
2022
Q1 | $1.32M | Sell |
8,667
-2,029
| -19% | -$310K | 0.35% | 69 |
|
|
2021
Q4 | $1.75M | Sell |
10,696
-586
| -5% | -$95.9K | 0.45% | 66 |
|
|
2021
Q3 | $1.58M | Buy |
+11,282
| New | +$1.58M | 0.5% | 65 |
|